Buckingham Strategic Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.12M | Buy |
3,882
+209
| +6% | +$60.1K | 0.01% | 319 |
|
|
2024
Q1 | $1.07M | Buy |
3,673
+38
| +1% | +$11K | 0.01% | 323 |
|
|
2023
Q4 | $1.11M | Sell |
3,635
-55
| -1% | -$16.8K | 0.01% | 311 |
|
|
2023
Q3 | $972K | Sell |
3,690
-81
| -2% | -$21.3K | 0.01% | 296 |
|
|
2023
Q2 | $1.1M | Sell |
3,771
-136
| -3% | -$39.7K | 0.02% | 289 |
|
|
2023
Q1 | $1.09M | Hold |
3,907
| – | – | 0.02% | 250 |
|
|
2022
Q4 | $1.09M | Buy |
3,907
+7
| +0.2% | +$1.96K | 0.02% | 251 |
|
|
2022
Q3 | $1.14M | Buy |
3,900
+20
| +0.5% | +$5.86K | 0.02% | 242 |
|
|
2022
Q2 | $1.21M | Buy |
3,880
+92
| +2% | +$28.8K | 0.02% | 239 |
|
|
2022
Q1 | $1.48M | Buy |
3,788
+2
| +0.1% | +$780 | 0.03% | 226 |
|
|
2021
Q4 | $1.42M | Sell |
3,786
-108
| -3% | -$40.5K | 0.03% | 228 |
|
|
2021
Q3 | $1.16M | Buy |
3,894
+69
| +2% | +$20.5K | 0.02% | 238 |
|
|
2021
Q2 | $1.15M | Buy |
3,825
+13
| +0.3% | +$3.91K | 0.03% | 239 |
|
|
2021
Q1 | $941K | Sell |
3,812
-148
| -4% | -$36.5K | 0.05% | 243 |
|
|
2020
Q4 | $914K | Buy |
3,960
+300
| +8% | +$69.2K | 0.05% | 228 |
|
|
2020
Q3 | $815K | Buy |
3,660
+31
| +0.9% | +$6.9K | 0.06% | 203 |
|
|
2020
Q2 | $696K | Buy |
+3,629
| New | +$696K | 0.07% | 184 |
|